See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $169,156 |
Service code 13 · EIN 35-0472300 | Contract Administrator | $1,838 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,344 | $45,000-34.8% | $143,757-79.6% | $77,904-62.3% |
| Participation rate | 72.9% | 66.8%+6.1pp | 80.3%-7.4pp | 73.7%-0.8pp |
| Annual return | -12.88% | 29.03%-41.9pp | -0.04%-12.8pp | 12.21%-25.1pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $4,260 | $3,157+34.9% | $5,637-24.4% | $4,806-11.4% |
| Admin fee / account holder | $63 | $98-35.6% | $14,673-99.6% | $133-52.2% |